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Delta Wealth Advisors LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Delta Wealth Advisors LLC on JPM, newest first. How the timeline and the estimate are built.

Delta Wealth Advisors LLC held 3,477 JPM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,477 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $1,150,230.

    13F-HR 0002085853-26-001142 filed by Delta Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,477 shares
    Change vs previous 13F +1,701 shares

    0.81% of the 13F portfolio, value $1,137,981.

    13F-HR 0002085853-26-000720 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 1,776 shares
    Change vs previous 13F +57 shares

    0.4% of the 13F portfolio, value $522,510.

    13F-HR 0002085853-26-000437 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 1,719 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $553,896.

    13F-HR 0002085853-26-000119 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 1,719 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $542,224.

    13F-HR 0002085853-25-000120 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 1,719 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $498,355.

    13F-HR 0002085853-25-000065 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 1,719 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $421,671.

    13F-HR 0002085853-25-000064 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 1,719 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $412,061.

    13F-HR 0002085853-25-000063 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).